Pat Dorsey's Portfolio

Dorsey Asset Management 13F holdings

What is Pat Dorsey's portfolio?

Dorsey Asset Management has disclosed a total of 9 security holdings in their (2019 Q3) SEC 13F filing(s) with portfolio value of $426,092,000.

What stocks does Pat Dorsey own?

In Pat Dorsey's portfolio as of 30 Sep 2019, the top 5 holdings are (META) META PLATFORMS INC-CLASS A (20.60%), (AVLR) AVALARA INC (14.98%), (WIX) WIXCOM LTD (13.99%), (DESP) DESPEGARCOM CORP (10.99%) and (GOOG) ALPHABET INC-CL C (10.46%).

To see the historical data of Dorsey Asset Management's portfolio holdings please click on the "2019 Q3" dropdown menu and select the date.

To see Dorsey Asset Management's original 13F reports (2019 Q3), please click on the "important" button.

Portfolio value: $426M+
Period: 2019 Q3
Number of stock: 9
Update: 14 Nov 2019
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
GOOG
ALPHABET INC-CL C
10.46%
731,460
$60.95
172.05% $165.81
$44,582,000
+0.32% (+2,300)
+0.03%
AYX
ALTERYX INC - CLASS A
5.41%
214,649
$107.43
55.08% $48.26
$23,060,000
buy
+5.41%
AVLR
AVALARA INC
14.98%
948,414
$67.29
38.92% $93.48
$63,819,000
-13.25% (-144,858)
-2.29%
9912349D
CIMPRESS NV
5.86%
189,480
$131.84
-
$24,981,000
-32.77% (-92,373)
-2.86%
DESP
DESPEGARCOM CORP
10.99%
4,136,242
$11.32
71.47% $19.41
$46,822,000
+33.13% (+1,029,206)
+2.73%
EBAY
EBAY INC
7.91%
864,932
$38.98
75.99% $68.60
$33,715,000
+0.32% (+2,724)
+0.02%
META
META PLATFORMS INC-CLASS A
20.60%
492,902
$178.08
235.25% $597.02
$87,776,000
+0.32% (+1,551)
+0.06%
PYPL
PAYPAL HOLDINGS INC
9.80%
402,901
$103.59
35.09% $67.24
$41,737,000
+28.21% (+88,652)
+2.16%
WIX
WIXCOM LTD
13.99%
510,539
$116.74
42.91% $166.83
$59,600,000
+21.34% (+89,778)
+2.46%
9 of 9

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
ANSS
ANSYS INC
90,565
-4.35%
TTD
TRADE DESK INC/THE -CLASS A
749,570
-4.01%

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.